Cloud Capital Management’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

Cloud Capital Management’s Portfolio IBDR Stock Details IBDR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$314K	Sell	12,978 -5,499	-30%	-$133K	0.11%	92
2026 Q1	$447K	Buy	18,477 +5,817	+46%	+$141K	0.19%	68
2025 Q4	$306K	Buy	12,660 +5,516	+77%	+$134K	0.14%	81
2025 Q3	$173K	Buy	+7,144	New	+$173K	0.09%	87
2025 Q2	–	Sell	-6,333	Closed	-$153K	–	156
2025 Q1	$153K	Buy	+6,333	New	+$153K	0.11%	79

Other funds holding IBDR

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

GWA

Gratus Wealth Advisors Virginia Beach, Virginia $786M AUM 21.07% 1-Year Est. Return

KCM

Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return

Cloud Capital Management's IBDR Position: Q2 2026 in Review

Cloud Capital Management reduced its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) stake by 30% in Q2 2026, selling an estimated $133K and leaving 12,978 shares worth $314K. The position accounts for 0.11% of the portfolio, ranked #92.

Cloud Capital Management first reported a position in IBDR in Q1 2025 and has held it in 5 quarters since. The position peaked at $447K in Q1 2026. 422 funds tracked by Wall St. Rank hold IBDR as of Q2 2026.

Cloud Capital Management held 12,978 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $314K as of Q2 2026.
Cloud Capital Management sold 5,499 iShares iBonds Dec 2026 Term Corporate ETF shares in Q2 2026, an estimated $133K.
iShares iBonds Dec 2026 Term Corporate ETF made up 0.11% of Cloud Capital Management's portfolio in Q2 2026, its #92 holding.
Cloud Capital Management first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q1 2025 and has held it in 5 quarters since.
Cloud Capital Management's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $447K in Q1 2026.
422 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q2 2026.

Based on Cloud Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.